Turn Investment Data into Content

Automate the creation, approval, and delivery of client, sales, and portal content using your investment data.


What We Do

Purpose-built for asset management, Assette combines data enablement with authoring, production, sharing and analytics tools in a single offering. From factsheets and pitchbooks to client reports and DDQs, we automate an unmatched variety of content across the client relationship lifecycle.

Enable Data

Turn data into marketer-friendly, ready-to-work data. Assette prepares, enriches, and validates qualitative and quantitative data regardless of your level of data platform preparedness.

More >

Automate Content

No coding required. Assette automates the creation of sales and client content by automatically infusing data points into marketer-created templates and providing built-in workflow tools for review and delivery.

More >

Engage Clients & Prospects

Assette empowers sales and client engagement by helping firms find and deliver customized content in a clients’ preferred format. Analytics on client interaction with the content are included.

More >

How It Works

Single Application

Assette handles sales, client, and digital content, giving you one application for all content creation, approval, delivery, and insights. One vendor saves time, lowers costs, and increases productivity.

More >

Modular Approach

Assette’s modular approach and flexible data interfacing options help you build a content platform based on the needs of your firm. Assette offers an unmatched variety of modules.

More >

Industry Expertise

Assette is built for asset managers – this is all we do. Our team’s industry experience means we understand the complexity of investment data and can anticipate your future business needs.

More >

Clients Who Trust Us

Our clients experience a 90+% efficiency gain as a result of automating with Assette.

Assette software supports your firm across the entire client relationship lifecycle.

Win New Business

Win that new client with help from Assette software. Quickly access your firm’s content from factsheets to pitchbooks and track how consultants and asset owners are engaging with your data. Build customized presentations showcasing one or multiple products, with the latest and accurate data.  Automatically update manager databases so that you are included in searches.

Deliver Exceptional Client Service

Wow your clients with accurate, timely and insightful content. Assette automates client report generation and delivery so you can deliver reports to clients faster and track how your clients are engaging with reports. Use the same data to generate client presentations as well as automate the completion of due diligence questionaries and respond to custom data requests.

Focus on the Future

Put your data to work and accelerate digitization. With client portals you can deliver documents online, enable clients to interact with data and share your perspective through video clips. Use AssetteGPT to generate account-specific commentary, and then add it into client reports and your client portal.

Companies We Work With

We work with the top service providers to the asset management industry, including: